investment

Meta to Spend Billions of Dollars on AMD Gear, Buy Stock

Bloomberg Technology

1 min read

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⚡ Quantum Brief

Meta will invest double-digit billions per gigawatt in AMD’s AI-optimized processors and data center gear, totaling 6 gigawatts over five years, starting late 2026. The deal marks AMD’s largest AI infrastructure win, positioning it as a stronger rival to Nvidia in high-performance computing for large-scale AI workloads. AMD CEO Lisa Su confirmed the agreement’s scale, emphasizing its role in accelerating Meta’s AI model training and inference capabilities across global data centers. The multi-year partnership reflects Meta’s aggressive push to expand AI infrastructure, leveraging AMD’s custom silicon and server designs for efficiency and performance gains. This strategic investment underscores the intensifying chip war, with Meta diversifying supply chains beyond Nvidia amid surging demand for AI processing power.

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Meta Platforms Inc. will deploy 6 gigawatts’ worth of data center gear based on processors from Advanced Micro Devices Inc., a blockbuster deal that marks a win for the chipmaker’s attempts to catch up with Nvidia Corp. Meta will buy AMD chips and computers designed to run artificial intelligence models over a five-year stretch, beginning in the second half of 2026. The series of transactions will be worth “double-digit billions” of dollars per gigawatt, according to AMD Chief Executive Officer Lisa Su. Bloomberg's Ed Ludlow joins to discuss with Paul Sweeney and Scarlet Fu. (Source: Bloomberg)

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Source: Bloomberg Technology

Website: https://feeds.bloomberg.com/technology/news.rss

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